Representing Educating Connecting Serving
Independent Financial Advisors
for over 30 years

Voice at the table We have a voice at the table when policy decisions impacting your business are discussed.
Accredited Online Education on CE Central
Regulatory changes Stay on top of regulatory changes, compliance requirements, and news from the Canadian financial services sector.

Keep on top of the latest trends and topics with IFB's Workshops & Webinars. Register Today!
Continuing education We provide financial advisors with the Continuing Education credits they need to stay knowledgeable and licensed.

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Upcoming events

Meeting Magic: Understanding the technology behind a great virtual client meeting/event

Aug 9th to Aug 31st, 2021

*Registration is now closed. Stay tuned for details about on-demand viewing* A 4-part series to help you host winning

Details & register

IFB Fall Virtual Summit | Oct. 20 & 21 | 11:00 AM – 5:30 PM EDT

Oct 20th to Oct 21st, 2021
From the comfort and safety of your home or office

Stay on top of changes and trends in the financial services industry with the IFB Fall Virtual Summit! Learn from some of

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Caregiving Conversations: A Head-on Approach to Financial Caring

Aug 14th to Aug 14th, 2021

Presented by: Dr.Amy D’Aprix, Founder of  Life Transitions by Dr. Amy Now available for on-demand viewing on CE

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About IFB

We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.

We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.

I personally want to invite you to become a member of our expanding organization.

Nancy Allan, Executive Director

Latest industry news

18th Jun 2021

IFB Staff

Why advisors are in a position to advocate for tax reform

Why advisors are in a position to advocate for tax reform

Full article

2021 Member Resources Now Available

Get unlimited access to customizable documents, templates, and forms for your business. Members have 24/7 access to all IFB members resources at no extra charge. Login and download our latest resources today.

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